+1,727.4%
NTRA vs BR
+307.7%
+1,419.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +0.2% | -3.0% | +3.2% | +2.0% |
| 30D | +4.1% | -0.3% | +4.4% | +4.0% |
| 3M | +50.0% | +17.3% | +32.7% | +34.2% |
| 6M | +67.3% | -6.7% | +74.0% | +72.2% |
| YTD | +43.6% | -23.4% | +67.0% | +65.5% |
| 1Y | +89.2% | -32.7% | +121.9% | +136.9% |
| 3Y | +502.5% | -5.9% | +508.5% | +489.6% |
| 5Y | +173.8% | +8.4% | +165.3% | +139.5% |
| 10Y | +3,189.3% | +189.2% | +3,000.1% | +1,631.6% |
| All | +1,727.4% | +307.7% | +1,419.7% | +689.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling